CVA Family Office’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

CVA Family Office’s Portfolio IBTP Stock Details IBTP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.8K	Hold	583	–	–	﹤0.01%	904
2026 Q1	$14.9K	Hold	583	–	–	﹤0.01%	881
2025 Q4	$15K	Hold	583	–	–	﹤0.01%	739
2025 Q3	$15.1K	Hold	583	–	–	﹤0.01%	745
2025 Q2	$15K	Hold	583	–	–	﹤0.01%	738
2025 Q1	$15K	Hold	583	–	–	﹤0.01%	731
2024 Q4	$14.5K	Buy	+583	New	+$14.8K	﹤0.01%	729

Other funds holding IBTP

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

APW

Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

CVA Family Office's IBTP Position: Q2 2026 in Review

CVA Family Office held its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) position steady in Q2 2026 at 583 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

CVA Family Office first reported a position in IBTP in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.1K in Q3 2025. 62 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

CVA Family Office held 583 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $14.8K as of Q2 2026.
CVA Family Office left its iShares iBonds Dec 2034 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #904 holding.
CVA Family Office first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
CVA Family Office's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $15.1K in Q3 2025.
62 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.